Each session focuses on one or more of the following. The agenda is published with each event listing.
Build-Bond-Recycle Architecture
How Series A equity builds the facility, the Circular Bond refinances the operating asset, and equity is recycled to investors — without IPO or M&A dependency.
The York County CSA
$481M contracted value. AA-rated. Non-cancellable. Non-revocable. Take-or-pay Beneficiation Fee. How the anchor asset de-risks the construction phase.
Circular Bond Platform
URVS Urban Reserve Valuation Standard — how a legacy deposit becomes a bankable institutional asset. Circular Bond collateral, pool structure, and path to formal rating.
Series A-1 Terms & Stack
Rule 506(c) preferred stock offering. 46% project IRR, 5.0× MOIC modelled to the Circular Bond refi event. Capital stack: CSA floor / Series A / Circular Bond / royalty upside.
116 Material Outputs
Battery-grade synthetic graphite, graphene compounds, rare earth elements, recovered metals, ultrapure water. URVS $3B conservative / $6B market-price revenue value stream.
DFM Modular Build
Design-for-Manufacturing proprietary modular facility. $75M for first 100 TPD. No EPC contractor risk. The same modules scale across every subsequent CSA site.
